Investing for a purpose driven life

Meet The Team

Sophie Lancaster

Founder & Wealth Manager

I believe that everyone has a purpose in life. We all must manage money well so that we can live a purpose driven life. It is my passion to connect you to your dream. All financial goals may be achieved by saving, investing and managing money well. You have the dreams, we have the knowledge tools and experience to help you plan for them. Whether your dream is to retire, pay for your children's education, leave a legacy, pay off debt, buy your first home, start a business financial wisdom is the key.

Ramiz Rashid

Administrative Assistant

Your customer service needs are my priority. It is my goal to serve you and make sure that you experience and feel the care that we have for our clients. I have a Bachelor's in finance and accounting and I am currently pursuing another degree in Information Technology. I am passionate to educate and empower individuals and businesses with the tools they need to set up a good financial foundation.

Securities and advisory services offered through Cetera Advisors LLC, member
FINRA, SIPC.
Cetera is under separate ownership from any other named entity.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisors LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisors LLC site at www.ceteraadvisors.com

We are licensed to sell insurance products in the following states: Florida and Georgia